Price movement over the last 24 hours
ACM Research Inc vs Lam Research Corporation — how do they compare? ACM Research Inc trades at $97.97 (market cap $6.54B), while Lam Research Corporation trades at $336.98 (market cap $407.85B). The key difference: Lam Research Corporation is far larger — about 62.4× ACM Research Inc's market cap, and Lam Research Corporation pays a 0.32% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | LRCX | |
|---|---|---|
Market Cap | $6.54B | $407.85B |
Sector | Technology | Technology |
52-Week High | $126.89 | $433.33 |
52-Week Low | $23.92 | $94.84 |
Enterprise Value | $5.61B | $406.83B |
Dividend Yield | — | 0.32% |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $98.52, up 0.77% today, with a bullish technical signal from moving averages and a consensus analyst price target of $110. Recent earnings showed a Q1 2026 beat but misses in prior quarters. Revenue grew to $901 million in 2025, though net income margins are under pressure. The stock has experienced volatility, with news highlighting semiconductor sector catalysts and a GF Score of 82 (GuruFocus, June 25, 2026).
Outlook is positive with 80% analyst buy ratings and semiconductor demand tailwinds, but risks include earnings inconsistency, high valuation multiples, and negative operating cash flow. Investors should weigh growth potential against execution risks in a competitive market.
Lam Research (LRCX) trades at $326.13, down 7.19% amid a broader chip stock sell-off, yet maintains a bullish technical signal with strong support at $323. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.47 exceeding expectations, and demonstrates solid fundamentals including a 30.94% net income margin and positive cash flow trends. Analyst sentiment remains overwhelmingly positive with a $378 consensus price target.
LRCX's outlook is supported by AI-driven demand for semiconductor equipment, though valuation multiples appear elevated. Key risks include sector volatility and competitive pressures, but institutional bullishness and consistent execution provide a favorable backdrop for long-term growth investors.
Trailing returns across standard periods
Latest headlines on both assets
ACM Research develops and manufactures semiconductor process equipment, specializing in wafer cleaning and electroplating solutions. Its tools are used by global chipmakers to improve productivity and yield for logic and memory chips.
Read more on ACMR →Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →